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  Name: LPL FINANCIAL CORP
  City: SAN DIEGO
  State: CA
  Zip: 92121
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $186,038,117,000
  Total Value Change : $21,186,557,000
  Securities Held Change : 107
   
All Securities Held : 4821
  New Positions : 230
  Closed Positions : 153
  Increased Positions : 2877
  Unchanged Positions : 64
  Decreased Positions : 1650

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Holdings Found : 100     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 480 New $0.00 $60,784,000 962,234 0.03% 60,784,000 962,234 0.185    N/A
   (JGLO)1 Year Chart         JGLO JPMorgan Global Select Equi... 554 New $0.00 $49,317,000 859,035 0.03% 49,317,000 859,035 0.954    N/A
   (FIIG)1 Year Chart         FIIG First Trust Intermediate Du... 1170 New $0.00 $12,721,000 618,410 0.01% 12,721,000 618,410 6.871    N/A
   (FTGS)1 Year Chart         FTGS First Trust Growth Strength... 1210 New $0.00 $11,931,000 388,510 0.01% 11,931,000 388,510 4.312    N/A
   (CGBL)1 Year Chart         CGBL Capital Group Core Balanced... 1414 New $0.00 $8,831,000 303,375 0% 8,831,000 303,375 3.371    N/A
   (EVTR)1 Year Chart         EVTR Eaton Vance Total Return Bo... 1539 New $0.00 $7,132,000 143,363 0% 7,132,000 143,363 1.593    N/A
   (SFLR)1 Year Chart         SFLR Innovator Equity Managed Fl... 1667 New $0.00 $5,769,000 192,222 0% 5,769,000 192,222 2.136    N/A
   (NEE.PR)1 Year Chart         NEE.PR NextEra Energy 1677 New $44.93 $5,620,000 142,074 0% 5,620,000 142,074 0.158    N/A
   (NBOS)1 Year Chart         NBOS Neuberger Berman Option Str... 1783 New $0.00 $4,916,000 188,810 0% 4,916,000 188,810 1.127    N/A
   (CGDG)1 Year Chart         CGDG Capital Group Dividend Grow... 1880 New $0.00 $4,351,000 151,982 0% 4,351,000 151,982 1.689    N/A
   (AVLC)1 Year Chart         AVLC Avantis Us Large Cap Equity... 2033 New $0.00 $3,540,000 57,271 0% 3,540,000 57,271 0.636    N/A
   (BSJV)1 Year Chart         BSJV Invesco BulletShares 2031 H... 2143 New $0.00 $3,059,000 116,316 0% 3,059,000 116,316 9.305    N/A
   (HCI)1 Year Chart         HCI HCI Group Inc 2209 New $100.96 $2,811,000 24,217 0% 2,811,000 24,217 0.303    Property & Casualty I...
   (PAAA)1 Year Chart         PAAA Pgim Aaa Clo Etf 2229 New $0.00 $2,757,000 54,088 0% 2,757,000 54,088 0.601    N/A
   (COWG)1 Year Chart         COWG Pacer Us Large Cap Cash Cow... 2270 New $0.00 $2,615,000 100,580 0% 2,615,000 100,580 6.574    N/A
   (ARKB)1 Year Chart         ARKB ARK 21Shares Bitcoin ETF 2357 New $0.00 $2,388,000 33,646 0% 2,388,000 33,646 0.374    N/A
   (PSCM)1 Year Chart         PSCM Invesco S&P Smallcap Materi... 2602 New $79.67 $1,755,000 22,856 0% 1,755,000 22,856 0    N/A
   (CORT)1 Year Chart         CORT Corcept Therapeutics Inc 2648 New $27.54 $1,689,000 67,046 0% 1,689,000 67,046 0    Biotechnology
   (MBIN)1 Year Chart         MBIN Merchants Bancorp 2647 New $0.00 $1,689,000 39,125 0% 1,689,000 39,125 0.194    N/A
   (EPHE)1 Year Chart         EPHE Ishares Msci Philippines In... 2661 New $25.91 $1,666,000 60,292 0% 1,666,000 60,292 1.436    Closed - End Fund - E...
   (BSSX)1 Year Chart         BSSX Invesco Bulletshares 2033 M... 2692 New $0.00 $1,613,000 61,456 0% 1,613,000 61,456 0.683    N/A
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 2750 New $4.75 $1,522,000 353,080 0% 1,522,000 353,080 0.033    N/A
   (GSEP)1 Year Chart         GSEP Ft Vest Us Equity Moderate ... 2766 New $0.00 $1,496,000 45,324 0% 1,496,000 45,324 0.504    N/A
   (POWL)1 Year Chart         POWL Powell Industries Inc 2871 New $163.64 $1,358,000 9,543 0% 1,358,000 9,543 0.082    Industrial Electrical...
   (CGIE)1 Year Chart         CGIE Capital Group International... 2962 New $0.00 $1,199,000 41,332 0% 1,199,000 41,332 0.492    N/A
   (SPBC)1 Year Chart         SPBC Simplify Us Equity Plus Gbt... 2967 New $0.00 $1,194,000 35,293 0% 1,194,000 35,293 0.392    N/A
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 3059 New $0.00 $1,076,000 10,103 0% 1,076,000 10,103 0    N/A
   (FCA)1 Year Chart         FCA First Trust China Alphadex ... 3088 New $21.58 $1,047,000 55,941 0% 1,047,000 55,941 1.598    N/A
   (DSGR)1 Year Chart         DSGR Distribution Solutions Grou... 3123 New $35.85 $1,004,000 28,309 0% 1,004,000 28,309 0    Building Materials Wh...
   (GJUL)1 Year Chart         GJUL Ft Vest Us Equity Moderate ... 3134 New $0.00 $991,000 29,270 0% 991,000 29,270 0.325    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 3154 New $37.15 $970,000 23,958 0% 970,000 23,958 0.266    N/A
   (ARMN)1 Year Chart         ARMN Aris Mining Corp 3181 New $4.12 $937,000 260,281 0% 937,000 260,281 0.289    N/A
   (STNC)1 Year Chart         STNC Hennessy Stance Esg Etf 3193 New $0.00 $928,000 30,655 0% 928,000 30,655 0    N/A
   (GNOV)1 Year Chart         GNOV Ft Vest Us Equity Moderate ... 3200 New $0.00 $920,000 27,920 0% 920,000 27,920 0.31    N/A
   (NUGO)1 Year Chart         NUGO Nuveen Growth Opportunities... 3225 New $0.00 $901,000 30,720 0% 901,000 30,720 0.016    N/A
   (GFEB)1 Year Chart         GFEB Ft Cboe Vest Us Equity Mode... 3260 New $0.00 $867,000 25,170 0% 867,000 25,170 0    N/A
   (FLUT)1 Year Chart         FLUT Flutter Entertainment plc 3273 New $207.57 $844,000 4,274 0% 844,000 4,274 0.002    N/A
   (FWRG)1 Year Chart         FWRG First Watch Restaurant Grou... 3280 New $0.00 $836,000 33,939 0% 836,000 33,939 0    N/A
   (GDEC)1 Year Chart         GDEC Ft Vest Us Equity Moderate ... 3289 New $0.00 $825,000 26,127 0% 825,000 26,127 0    N/A
   (PWP)1 Year Chart         PWP Perella Weinberg Partners 3347 New $15.34 $783,000 55,425 0% 783,000 55,425 0.129    N/A
   (MFDX)1 Year Chart         MFDX Pimco Rafi Dynamic Multifac... 3351 New $0.00 $778,000 25,335 0% 778,000 25,335 0.192    N/A
   (NWS)1 Year Chart         NWS New Newscorp Inc 3355 New $27.12 $775,000 28,642 0% 775,000 28,642 0.014    N/A
   (FEBT)1 Year Chart         FEBT Allianzim Us Large Cap Buff... 3375 New $0.00 $752,000 24,333 0% 752,000 24,333 0    N/A
   (SEIV)1 Year Chart         SEIV Sei Enhanced Us Large Cap V... 3420 New $0.00 $706,000 22,798 0% 706,000 22,798 0    N/A
   (DNLI)1 Year Chart         DNLI Denali Therapeutics Inc. 3428 New $20.24 $699,000 34,085 0% 699,000 34,085 0.028    N/A
   (SEIM)1 Year Chart         SEIM Sei Enhanced Us Large Cap M... 3430 New $0.00 $696,000 21,666 0% 696,000 21,666 0.437    N/A
   (PLMR)1 Year Chart         PLMR Palomar Holdings, Inc. 3459 New $85.30 $673,000 8,025 0% 673,000 8,025 0    N/A
   (ICLO)1 Year Chart         ICLO Invesco Aaa Clo Floating Ra... 3469 New $0.00 $667,000 26,038 0% 667,000 26,038 0    N/A
   (APUE)1 Year Chart         APUE Activepassive Us Equity Etf 3529 New $0.00 $622,000 19,287 0% 622,000 19,287 0    N/A
   (AHR)1 Year Chart         AHR American Healthcare REIT, Inc 3532 New $14.33 $618,000 41,897 0% 618,000 41,897 0    N/A
   (EDU)1 Year Chart         EDU New Oriental Education & Te... 3531 New $83.74 $618,000 7,116 0% 618,000 7,116 0.068    Education & Training ...
   (GOCT)1 Year Chart         GOCT Ft Vest Us Equity Moderate ... 3546 New $0.00 $607,000 18,164 0% 607,000 18,164 0.224    N/A
   (NAPA)1 Year Chart         NAPA Duckhorn Portfolio, Inc. 3556 New $0.00 $602,000 64,614 0% 602,000 64,614 0    N/A
   (ALAR)1 Year Chart         ALAR Alarum Technologies America... 3563 New $0.00 $597,000 30,265 0% 597,000 30,265 0.167    N/A
   (VERV)1 Year Chart         VERV Verve Therapeutics, Inc. 3574 New $0.00 $589,000 44,363 0% 589,000 44,363 0.055    N/A
   (OFS)1 Year Chart         OFS Ofs Capital Corp 3588 New $9.87 $574,000 57,843 0% 574,000 57,843 0    N/A
   (ARGT)1 Year Chart         ARGT Global X Ftse Argentina 20 3592 New $63.67 $572,000 10,629 0% 572,000 10,629 0    N/A
   (GAM)1 Year Chart         GAM General American Investors ... 3593 New $44.99 $571,000 12,287 0% 571,000 12,287 0.248    Closed - End Fund - Debt
   (BUFT)1 Year Chart         BUFT Ft Cboe Vest Buffered Alloc... 3617 New $0.00 $556,000 26,056 0% 556,000 26,056 0.114    N/A
   (KELYA)1 Year Chart         KELYA Kelly Services Inc A 3629 New $22.89 $548,000 21,874 0% 548,000 21,874 0    Staffing & Outsourcin...
   (MPTI)1 Year Chart         MPTI M-Tron Industries, Inc. 3632 New $30.00 $547,000 18,239 0% 547,000 18,239 0.865    N/A
   (UDEC)1 Year Chart         UDEC Innovator S 3633 New $0.00 $547,000 16,355 0% 547,000 16,355 0    N/A
   (BJUN)1 Year Chart         BJUN Innovator S&p 500 Buffer Et... 3648 New $0.00 $536,000 14,266 0% 536,000 14,266 0    N/A
   (GMET)1 Year Chart         GMET Vaneck Green Metals Etf 3653 New $0.00 $534,000 22,247 0% 534,000 22,247 0    N/A
   (RDDT)1 Year Chart         RDDT Reddit, Inc. 3702 New $56.38 $501,000 10,153 0% 501,000 10,153 0.607    N/A
   (BMAY)1 Year Chart         BMAY Innovator S&p 500 Buffer Et... 3705 New $0.00 $500,000 14,058 0% 500,000 14,058 0.016    N/A
   (FROG)1 Year Chart         FROG Jfrog Ltd 3715 New $32.89 $495,000 11,197 0% 495,000 11,197 0    N/A
   (SHOC)1 Year Chart         SHOC Strive Us Semiconductor Etf 3723 New $0.00 $492,000 11,025 0% 492,000 11,025 0    N/A
   (MTA)1 Year Chart         MTA Metalla Royalty And Streami... 3731 New $2.92 $488,000 156,903 0% 488,000 156,903 0    N/A
   (AZAL)1 Year Chart         AZAL Allianzim Us Large Cap Buff... 3738 New $0.00 $483,000 13,475 0% 483,000 13,475 0.15    N/A
   (SDHY)1 Year Chart         SDHY Pgim Short Duration High Yi... 3752 New $15.30 $475,000 30,896 0% 475,000 30,896 0    N/A
   (UGP)1 Year Chart         UGP Ultrapar Participacoes S.A ... 3757 New $4.91 $473,000 82,691 0% 473,000 82,691 0    Specialty Retail, Other
   (CMPR)1 Year Chart         CMPR Cimpress NV 3761 New $90.13 $471,000 5,318 0% 471,000 5,318 0.02    Business Services
   (VTES)1 Year Chart         VTES Vanguard Short-term Tax-exe... 3765 New $0.00 $469,000 4,659 0% 469,000 4,659 0    N/A
   (PBR.A)1 Year Chart         PBR.A Petroleo Brasileiro S.A Cla... 3768 New $14.47 $468,000 31,417 0% 468,000 31,417 0    Oil & Gas Refining, P...
   (UYG)1 Year Chart         UYG Ultra Financials ProShares 3770 New $67.71 $467,000 6,834 0% 467,000 6,834 0    Closed - End Fund - E...
   (TOK)1 Year Chart         TOK iShares Trust 3773 New $109.07 $465,000 4,331 0% 465,000 4,331 0    Closed - End Fund - Debt
   (VFLO)1 Year Chart         VFLO Victoryshares Free Cash Flo... 3785 New $0.00 $458,000 14,144 0% 458,000 14,144 0.464    N/A
   (LZ)1 Year Chart         LZ Legalzoom.com, Inc. 3801 New $9.19 $449,000 33,645 0% 449,000 33,645 0.017    N/A
   (JTEK)1 Year Chart         JTEK Jpmorgan Us Tech Leaders Etf 3806 New $0.00 $445,000 6,726 0% 445,000 6,726 0.075    N/A
   (GTEK)1 Year Chart         GTEK Goldman Sachs Future Tech L... 3816 New $0.00 $438,000 14,862 0% 438,000 14,862 0    N/A
   (DYN)1 Year Chart         DYN Dyne Therapeutics, Inc. 3826 New $28.75 $429,000 15,114 0% 429,000 15,114 0    N/A
   (ABSI)1 Year Chart         ABSI Absci Corp 3832 New $4.74 $426,000 74,932 0% 426,000 74,932 0    N/A
   (BUFB)1 Year Chart         BUFB Innovator Laddered Allocati... 3883 New $0.00 $402,000 13,691 0% 402,000 13,691 0.015    N/A
   (GPCR)1 Year Chart         GPCR Structure Therapeutics Inc. 3935 New $35.88 $377,000 8,794 0% 377,000 8,794 0    N/A
   (ALG)1 Year Chart         ALG Alamo Group Inc 3942 New $196.02 $373,000 1,635 0% 373,000 1,635 0.048    Farm & Construction M...
   (SRRK)1 Year Chart         SRRK Scholar Rock Holding Corp 3955 New $14.32 $368,000 20,729 0% 368,000 20,729 0.104    N/A
   (AMSF)1 Year Chart         AMSF AmeriSafe Inc 3963 New $46.43 $364,000 7,250 0% 364,000 7,250 0    Life & Health Insurance
   (MVV)1 Year Chart         MVV Ultra MidCap400 ProShares 3992 New $66.41 $350,000 5,126 0% 350,000 5,126 0    Closed - End Fund - E...
   (AZAO)1 Year Chart         AZAO Allianzim Us Large Cap Buff... 4000 New $0.00 $345,000 9,599 0% 345,000 9,599 1.338    N/A
   (STXG)1 Year Chart         STXG Strive 1000 Growth Etf 4008 New $0.00 $342,000 9,123 0% 342,000 9,123 0    N/A
   (AZAA)1 Year Chart         AZAA Allianzim Us Large Cap Buff... 4016 New $0.00 $337,000 9,655 0% 337,000 9,655 1.287    N/A
   (SEIQ)1 Year Chart         SEIQ Sei Enhanced Us Large Cap Q... 4024 New $0.00 $335,000 10,404 0% 335,000 10,404 0    N/A
   (UTL)1 Year Chart         UTL Unitil Corp 4038 New $54.67 $329,000 6,276 0% 329,000 6,276 0    Multi Utilities
   (FIP)1 Year Chart         FIP Ftai Infrastructure Llc 4039 New $0.00 $328,000 52,210 0% 328,000 52,210 0.053    N/A
   (RGLS)1 Year Chart         RGLS Regulus Therapeutics Inc. 4042 New $2.00 $327,000 113,480 0% 327,000 113,480 0    Biotechnology
   (JUPW)1 Year Chart         JUPW Jupiter Wellness, Inc. 4045 New $1.44 $326,000 136,263 0% 326,000 136,263 0    N/A
   (BRP)1 Year Chart         BRP BRP Group Ord Shs Class A 4057 New $32.51 $319,000 11,015 0% 319,000 11,015 0    N/A
   (QARP)1 Year Chart         QARP Xtrackers Russell 1000 Us Q... 4070 New $47.73 $313,000 6,422 0% 313,000 6,422 0    N/A
   (APIE)1 Year Chart         APIE Activepassive International... 4069 New $0.00 $313,000 11,068 0% 313,000 11,068 0.194    N/A
      100 Records Found
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